+181.4%
ALRS vs VT
+223.7%
-42.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | +0.1% |
| 7D | -0.5% | +0.4% | -0.9% | -0.8% |
| 30D | +10.9% | -2.6% | +13.5% | +12.7% |
| 3M | +4.4% | -3.2% | +7.6% | +6.6% |
| 6M | +30.1% | +0.9% | +29.1% | +28.7% |
| YTD | +56.5% | +11.3% | +45.2% | +44.5% |
| 1Y | +69.4% | +14.0% | +55.4% | +53.8% |
| 3Y | +120.7% | +75.8% | +44.8% | +51.3% |
| 5Y | +14.8% | +57.8% | -43.1% | -16.8% |
| 10Y | +181.4% | +219.8% | -38.4% | +65.1% |
| All | +181.4% | +223.7% | -42.3% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling